IBMP vs XVV
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
5-Year PerformanceXVV has outperformed IBMP, delivering a return of +12.6% compared to +0.5%
IBMP vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMP
$643M
Winner
XVV
$645M
Expense Ratio
IBMP
0.18%
Winner
XVV
0.08%
Max Drawdown
Winner
IBMP
15.24%
XVV
27.99%
Sharpe Ratio
IBMP
-1.13
Winner
XVV
1.10
5Y Beta
Winner
IBMP
0.01
XVV
1.02
P/E Ratio
IBMP
N/A
XVV
28.97
Forward P/E
IBMP
N/A
XVV
20.93
5Y Dividends CAGR
IBMP
18.82%
Winner
XVV
25.81%
5Y EPS CAGR
IBMP
N/A
XVV
29.73%
Debt to Equity
IBMP
N/A
XVV
37.47%
P/S Ratio
IBMP
N/A
XVV
3.86
P/B Ratio
IBMP
N/A
XVV
5.91
IBMP vs XVV - Holdings Comparison
IBMP and XVV have 1 common holdings. Overlap is -0.51%
IBMP's top 25 holdings weight is 19.50%. XVV's top 25 holdings weight is 53.73%.
| Rank | IBMP | XVV |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.53% | NVIDIA CORP (NVDA) - 8.84% |
| #2 | ILLINOIS ST 5% (n/a) - 1.58% | APPLE INC (AAPL) - 7.97% |
| #3 | NEW YORK N Y 5% (n/a) - 1.45% | MICROSOFT CORP (MSFT) - 4.93% |
| #4 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.15% | AMAZON.COM INC (AMZN) - 4.18% |
| #5 | MASSACHUSETTS ST 5% (n/a) - 0.85% | ALPHABET INC CLASS A (GOOGL) - 3.63% |
| #6 | n/a (n/a) - 0.76% | BROADCOM INC (AVGO) - 3.18% |
| #7 | WASHINGTON ST 5% (n/a) - 0.72% | ALPHABET INC CLASS C (GOOG) - 2.91% |
| #8 | MARYLAND ST DEPT TRANSN CONS TRANSN 5% (n/a) - 0.71% | META PLATFORMS INC CLASS A (META) - 2.50% |
| #9 | MISSISSIPPI ST 5% (n/a) - 0.70% | TESLA INC (TSLA) - 1.92% |
| #10 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.65% | MICRON TECHNOLOGY INC (MU) - 1.91% |
| #11 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% | JPMORGAN CHASE & CO (JPM) - 1.58% |
| #12 | MARYLAND ST 5% (n/a) - 0.62% | ELI LILLY AND CO (LLY) - 1.57% |
| #13 | n/a (n/a) - 0.62% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% |
| #14 | LOUISIANA ST 5% (n/a) - 0.60% | VISA INC CLASS A (V) - 1.02% |
| #15 | CONNECTICUT ST 5% (n/a) - 0.59% | INTEL CORP (INTC) - 0.88% |
| #16 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #17 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.57% | CISCO SYSTEMS INC (CSCO) - 0.80% |
| #18 | n/a (n/a) - 0.54% | LAM RESEARCH CORP (LRCX) - 0.75% |
| #19 | MICHIGAN ST 5% (n/a) - 0.53% | MASTERCARD INC CLASS A (MA) - 0.75% |
| #20 | GEORGIA ST 5% (n/a) - 0.53% | CATERPILLAR INC (CAT) - 0.74% |
| #21 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% | CHARLES SCHWAB CORP (SCHW) - 0.28% |
| #22 | n/a (n/a) - 0.52% | ABBOTT LABORATORIES (ABT) - 0.27% |
| #23 | UNIVERSITY CALIF REVS 5% (n/a) - 0.52% | BLACKROCK INC (BLK) - 0.25% |
| #24 | NEW JERSEY ST 5% (n/a) - 0.51% | DEERE & CO (DE) - 0.25% |
| #25 | MINNESOTA ST 5% (n/a) - 0.50% | UBER TECHNOLOGIES INC (UBER) - 0.25% |
| Total Holdings | 700 | 406 |
IBMP vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.30%
Winner
XVV
+0.83%
3M
IBMP
+0.63%
Winner
XVV
+6.39%
6M
IBMP
+0.95%
Winner
XVV
+9.20%
1Y
IBMP
+2.62%
Winner
XVV
+19.10%
5Y(CAGR)
IBMP
+0.53%
Winner
XVV
+12.63%
Max(CAGR)
IBMP
+1.92%
Winner
XVV
+16.76%
IBMP vs XVV - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | XVV |
|---|---|---|
| 2026 | +1.25% | +9.01% |
| 2025 | +3.36% | +17.90% |
| 2024 | +1.36% | +26.84% |
| 2023 | +3.22% | +30.13% |
| 2022 | -5.93% | -21.90% |
| 2021 | -0.14% | +31.27% |
| 2020 | +6.10% | +16.13% |
| 2019 | +4.88% | N/A |
IBMP vs XVV Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current IBMP drawdown is -0.07%. The current XVV drawdown is -1.27%.
| Rank | IBMP | XVV |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -4.67% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between IBMP and XVV is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2019 - 2026)
IBMP vs XVV dividend yield comparison.
| Year | IBMP | XVV |
|---|---|---|
| 2026 | 1.26% | 0.44% |
| 2025 | 2.47% | 0.94% |
| 2024 | 2.35% | 1.05% |
| 2023 | 2.05% | 1.25% |
| 2022 | 1.26% | 1.57% |
| 2021 | 0.86% | 0.81% |
| 2020 | 1.16% | 0.31% |
| 2019 | 1.06% | 0.00% |
Select Stocks to Compare
Popular: IBMP vs SPYXVV vs SPY
More Comparisons
Compare with similar stocks